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Document Management in Greenlight Guru Ultra
Document Management in Greenlight Guru Ultra
Document Management in Greenlight Guru Ultra

About the Learning Experience

In this course, you will learn about the Documents Module within by Greenlight Guru Ultra. If you have questions on this content, please get in touch with your designated Onboarding Medical Device Consultant, Customer Success Manager, or Greenlight Guru Support (support@greenlightguru-ultralight.zendesk.com).


Required Environment Access in Greenlight Guru Ultra: Sandbox

Required System Level Role in Greenlight Guru Ultra: Super Admin

  • Note: This tutorial is from the perspective of the Super Admin; thus, all workflows will be covered in this course. To restrict access and permission, you may also use a Quality, Product, or View-only role in the platform for the documents module. 

Course Categories

Greenlight Guru Ultra
Course Progress
Not started
Enroll
Learning Experience Outline
  1. Welcome
    1. Welcome!
  2. Navigation
    1. Basic Navigation
  3. Manage Document Types
    1. Adding, Editing, and Archiving a Document Type
  4. Important: Choose Your Path - Adding/Editing Documents
    1. Which Tutorial Should I Follow?
  5. Creating a New Document (Local File)
    1. Adding a Document
    2. Manage Document Access
    3. Office 365 Integration Disabled: Editing a Document in Draft, In-Line Editing, & Document Access
    4. Office 365 Integration Enabled: Editing a Document, Integration Based Editing, & Accessibility
  6. Creating a New Document (Google Drive Integration)
    1. Authentication - My Account Settings
    2. Adding a Document
    3. Editing a Document
    4. Common Warnings - Disrupting the Gdrive Import
  7. Custom Version Scheme
    1. Initial Selection and Editing Version Scheme
  8. Quizzing
    1. Adding a Quiz to a Document
  9. Document Activity
    1. Document Activity
  10. Viewing a Document
    1. Navigation to Viewing a Document
    2. Document Comparison Navigation
  11. Folders
    1. Folders - Creating, Editing, Deleting, & Permissions
  12. Indexes
    1. Adding a New Document Index & New Entries
  13. Filtering & Search
    1. Search & Filter
  14. AI
    1. Document Summaries
    2. Training Quiz Generator
learning_experience
Document Management in Greenlight Guru Ultra
Document Management in Greenlight Guru Ultra
Course Progress
Not started
Enroll

About the Learning Experience

In this course, you will learn about the Documents Module within by Greenlight Guru Ultra. If you have questions on this content, please get in touch with your designated Onboarding Medical Device Consultant, Customer Success Manager, or Greenlight Guru Support (support@greenlightguru-ultralight.zendesk.com).


Required Environment Access in Greenlight Guru Ultra: Sandbox

Required System Level Role in Greenlight Guru Ultra: Super Admin

  • Note: This tutorial is from the perspective of the Super Admin; thus, all workflows will be covered in this course. To restrict access and permission, you may also use a Quality, Product, or View-only role in the platform for the documents module. 
Learning Experience Outline
  1. Welcome
    1. Welcome!
  2. Navigation
    1. Basic Navigation
  3. Manage Document Types
    1. Adding, Editing, and Archiving a Document Type
  4. Important: Choose Your Path - Adding/Editing Documents
    1. Which Tutorial Should I Follow?
  5. Creating a New Document (Local File)
    1. Adding a Document
    2. Manage Document Access
    3. Office 365 Integration Disabled: Editing a Document in Draft, In-Line Editing, & Document Access
    4. Office 365 Integration Enabled: Editing a Document, Integration Based Editing, & Accessibility
  6. Creating a New Document (Google Drive Integration)
    1. Authentication - My Account Settings
    2. Adding a Document
    3. Editing a Document
    4. Common Warnings - Disrupting the Gdrive Import
  7. Custom Version Scheme
    1. Initial Selection and Editing Version Scheme
  8. Quizzing
    1. Adding a Quiz to a Document
  9. Document Activity
    1. Document Activity
  10. Viewing a Document
    1. Navigation to Viewing a Document
    2. Document Comparison Navigation
  11. Folders
    1. Folders - Creating, Editing, Deleting, & Permissions
  12. Indexes
    1. Adding a New Document Index & New Entries
  13. Filtering & Search
    1. Search & Filter
  14. AI
    1. Document Summaries
    2. Training Quiz Generator

Course Categories

Greenlight Guru Ultra